Acuity Knowledge Partners’ FolioSure Platform Streamlines Portfolio Monitoring for Private Equity and Venture Capital Firms

Configurable digital platform tailors to company reporting standards and drives better portfolio decisions

Acuity Knowledge Partners (Acuity), a leading provider of bespoke research, analytics, staffing and technology solutions to the financial services sector, is proud to highlight its success in transforming portfolio monitoring with its digital platform FolioSure. The technology enables accurate tracking and comparison of portfolio company performance, fully integrating into existing tech stack and processes and enabling private equity and venture capital (PE&VC) firms to take full control of their portfolios’ lifecycles.

“The global pandemic accelerated the adoption of digital platforms across industries, including the PE&VC industry,” said Robert King, CEO, Acuity. “We are seeing an uptick in demand from our clients and the industry for digital platforms that can solve fund operations and investor reporting constraints amid a new, hybrid work model. FolioSure uniquely addresses these challenges to deliver higher productivity and better efficiency for PE&VC teams at a time when efficiency is crucial.”

Acuity has been at the forefront of expansion within the PE&VC industry by providing market-leading, on-demand support to 100+ global firms. Acuity supports the regular and critical functions of funds, such as deal and opportunity screening, target evaluation, due diligence, fund operations, business development and portfolio monitoring. Now, FolioSure brings next-generation technology to the marketplace for global PE&VC firms.

FolioSure has multiple features, including a built-in cash flow engine to calculate gross and net total value to paid-in capital and the internal rate of return using fund cash flow, industry benchmarking for portfolio companies, foreign currency conversion and completely configurable reporting templates for limited partner reporting. The platform is 30-40% more cost-effective than other tools in the market and helps save 25-35% more time for PE&VC teams on fund operations.

Sumit Chhabra, Head of Private Equity and Venture Capital at Acuity added that, “most portfolio monitoring tools in the market are off-the-shelf solutions that cannot be reconfigured, leading to a user experience akin to putting round pegs in square holes. Our deep domain expertise, gained by serving our clients for over two decades, has empowered us to create a flexible platform that can be tailored to any firm in line with their reporting standards. This is quite a rare proposition and provides our clients with data-driven insights, helping them make better portfolio decisions. We are proud of the work FolioSure has accomplished for its existing users and look forward to increased adoption of the platform to streamline the portfolio monitoring process for firms around the globe.”

About FolioSure:

FolioSure gives PE&VC firms an advantage in portfolio monitoring and data operations functions. It is a cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can fully integrate into your current tech stack and processes and can be configured in line with your requirements so you can take full control of your portfolios’ lifecycles.

To know more about the portfolio monitoring tool FolioSure or to schedule a demo, email us at contact@acuitykp.com

About Acuity Knowledge Partners:

Acuity Knowledge Partners (Acuity) is a leading research, analytics and business intelligence consultant to the financial services sector. The company’s network of analysts and industry experts, combined with advanced data and technology, supports over 400 financial institutions and consulting companies worldwide to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. It specializes in investment banking, investment research, private equity and consulting, and commercial lending. Acuity is headquartered in London and operates from nine locations worldwide. In 2019, the company was established as a separate business from Moody’s Corporation through its acquisition by Equistone Partners.

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